25 LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$318K Buy
2025
Q2
$240K Hold
2025
Q1
$217K Buy
2023
Q3
Sell
2023
Q2
$153K Sell
2023
Q1
$143K Buy